Brunsdon Financial Services

Wealth Management

Financial Advice Process

Real world financial solutions

This is where the journey begins towards your lifetime financial plan. It relies on highly
qualified, focused, financial advice delivered by an experienced, professional adviser with your interests uppermost.

Typically, we’ll begin with a thorough understanding of your personal circumstances, goals and
attitude to investment risk. We’ll take into account any current arrangements you already have,
present our own recommendations to achieve your objectives and then implement the selected products.
Monitoring performance and ongoing advice will usually form part of the agreement.

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Understand

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Present Options

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Choose Options

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Implement

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Monitor & Review

Service Options

Choice and flexibility

We’ll help you choose the level of service that will reflect your priorities, circumstances, lifestyle and financial aspirations.
We offer three options which in our experience appeal to the majority of clients – Wealth Management Standard™,
Wealth Management Active™ and Wealth Management Bespoke™.

Wealth Management Standard™

Wealth Management Active™

Wealth Management Bespoke™

A ‘light touch’ service if your requirements are not complex, you do not need frequent contact with your Adviser and you are content with an Annual Review.

You’ll get an Annual Client Review Pack providing details of your portfolio, its performance and value. You’ll also have the opportunity to update your personal information. Your Adviser will review any changes you have made, reassess your financial arrangements and if necessary discuss further options available to you. And your Adviser will always be available with reactive advice should you have any queries that require a professional opinion.

The solution for you if you need ongoing financial advice over the long term.

In addition to the Client Review Pack you’ll get a personal, valuable Lifetime Cash Flow Forecast, a face-to-face annual review meeting with your Adviser and the opportunity to update your financial plan.

Includes all the features of Standard and Active of course, plus Bespoke will always ensure that your plan reflects and accommodates changes in your circumstances, needs, legislation and market conditions and you’ll have access to your financial information via a secure online hub.

How Brunsdon Can Help

Financial & Retirement Planning

Innovative financial planning strategies

Decisions you make now about your financial future are amongst the most important you’ll ever make. Remember that financial and retirement planning is about more than buying savings, investment and pension products. It means thinking about protecting your family, your home – maybe your business – and how to make the most of your tax breaks so that your estate is passed on in the most efficient way and according to your wishes.

However, we’re tending to live longer. Therefore you are likely to need more money than you think to maintain a comfortable lifestyle, now and in the future.

That’s why you need the high quality, focused advice and innovative financial planning strategies that we can deliver.

Inheritance Tax Planning

Save tax. Pass on more of your estate.

It’s a complicated subject, but one with which we are adept.

We can assess your likely liability to Inheritance Tax and suggest careful pre-planning measures that could be put in place to mitigate the effects on your estate so that your dependents gain the maximum benefit.

Investments

A fresh approach

Investment is all about finding an acceptable balance of risk and return that sits comfortably with your financial aims and objectives.

The investment experience we can offer you is the result of decades of experience, industry research and client consultation to develop a process that delivers choice and fulfilment – viable, robust, flexible solutions that reflect your circumstances and life choices.

Get Started

Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.